JB
Jason L. Bandel
T. ROWE PRICE ADVISORY SERVICES
COLORADO SPRINGS, CO 80920
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CRD#: 5235131
JB
Professional summary
Jason Lee Bandel is a registered financial advisor currently at T. ROWE PRICE ADVISORY SERVICES, INC. located in Colorado Springs, Colorado and T. ROWE PRICE INVESTMENT SERVICES, INC. located in Colorado Springs, Colorado.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Jason has worked at 2 firms and has passed the Series 66, Series 63, Series 52TO, SIE, Series 7, Series 6, Series 53 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) COUNTRY ROAD LIFE; NOT INVESTMENT RELATED; COLORADO SPRINGS, CO; OWNER; 10/2023; 10 HOURS PER MONTH, 0 DURING TRADING; ASSISTING WIFE WITH DESIGNS AND SALES OF T-SHIRTS, HATS, ETC. VIA SMALL PRINT ON DEMAND HOBBY. (2) Pride Soccer Club; 7/15/2024; Non Investment Related; pridesoccer.com; Coach; Colorado Springs, CO; Soccer coach for U15 2010 Girls Team. Duties consist of coaching sessions 2-3 times in evenings and games on weekends; 15 hours during the month; 0 during trading
CRS (Client Relationship Summary) - RIA
Click below to view Jason Lee Bandel's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 21, 2012 - Present
T. ROWE PRICE ADVISORY SERVICES, INC.
Office #1: Financial Center Two 2220 Briargate Parkway, Colorado Springs, CO 80920RIA
CRD#: 108958
COLORADO SPRINGS, CO
Current
February 15, 2007 - Present
T. ROWE PRICE INVESTMENT SERVICES, INC.
Office #1: Financial Center Two 2220 Briargate Parkway, Colorado Springs, CO 80920BD
CRD#: 8348
Colorado Springs, CO
Past
November 21, 2008 - October 31, 2012
T. ROWE PRICE ADVISORY SERVICES, INC.
RIA
CRD#: 108958
TAMPA, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TR
T. ROWE PRICE ADVISORY SERVICES, INC.
T. ROWE PRICE ADVISORY SERVICES, INC.
CRD#: 108958 / SEC#: 801-58098
RIA
Registered Investment Advisory firm - (11/17/2000 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(3/21/2007)
RR
Alaska(3/20/2007)
RR
Arizona(3/16/2007)
RR
Arkansas(3/15/2007)
RR
California(3/15/2007)
RR
Colorado(2/15/2007)
IAR
Colorado(6/8/2015)
RR
Connecticut(3/20/2007)
RR
Delaware(3/16/2007)
RR
District of Columbia(4/10/2007)
RR
Florida(3/16/2007)
RR
Georgia(3/20/2007)
RR
Hawaii(3/15/2007)
RR
Idaho(3/16/2007)
RR
Illinois(3/16/2007)
RR
Indiana(3/16/2007)
RR
Iowa(3/16/2007)
RR
Kansas(3/16/2007)
RR
Kentucky(3/19/2007)
RR
Louisiana(3/20/2007)
RR
Maine(3/16/2007)
RR
Maryland(3/20/2007)
RR
Massachusetts(3/21/2007)
RR
Michigan(3/20/2007)
RR
Minnesota(3/16/2007)
RR
Mississippi(3/29/2007)
RR
Missouri(3/19/2007)
RR
Montana(3/16/2007)
RR
Nebraska(3/19/2007)
RR
Nevada(3/21/2007)
RR
New Hampshire(3/16/2007)
RR
New Jersey(3/16/2007)
RR
New Mexico(3/15/2007)
RR
New York(3/15/2007)
RR
North Carolina(3/15/2007)
RR
North Dakota(3/16/2007)
RR
Ohio(3/16/2007)
RR
Oklahoma(3/16/2007)
RR
Oregon(3/15/2007)
RR
Pennsylvania(3/16/2007)
RR
Puerto Rico(3/29/2007)
RR
Rhode Island(3/21/2007)
RR
South Carolina(3/16/2007)
RR
South Dakota(3/19/2007)
RR
Tennessee(3/16/2007)
RR
Texas(3/28/2007)
RR
Utah(3/16/2007)
RR
Vermont(3/16/2007)
RR
Virgin Islands(3/5/2012)
RR
Virginia(3/15/2007)
RR
Washington(3/15/2007)
RR
West Virginia(3/19/2007)
RR
Wisconsin(3/16/2007)
RR
Wyoming(3/19/2007)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 9/25/2025
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
TR
T. ROWE PRICE ADVISORY SERVICES, INC.
T. ROWE PRICE ADVISORY SERVICES, INC.
CRD#: 108958 / SEC#: 801-58098
RIA
Registered Investment Advisory firm - (11/17/2000 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4515 Painters Mills Road, Owings Mills, MD 21117
Mailing Address
Phone number
(800) 225-5132
Established
Firm type
Fiscal year end
# of Employees
86
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 10,014 |
| AUM (Assets Under Management) | $ 3,861,357,894 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/28/2025 | ||
| 01/27/2025 | ||
| 10/27/2023 | ||
| 01/27/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
T. ROWE PRICE ADVISORY SERVICES, INC.
CRD#: 108958Colorado Springs, CO 80920TRUST BUT VERIFY
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